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SigFig adds Chief Revenue Officer Role to Accelerate Commercial Growth

Company promotes Dan Mercurio into new role

SAN FRANCISCO, September 28, 2022--(BUSINESS WIRE)--SigFig, the leading US-based enterprise financial technology firm that develops next-generation products for financial institutions, bankers, advisors, and their customers, today announced the addition of the Chief Revenue Officer role, promoting SigFig executive Dan Mercurio effective immediately. The Company’s continued growth comes at a period of strong demand for financial advice which today requires sophisticated needs discovery capabilities, cutting-edge digital wealth management tools and remote, immersive, and highly personalized guided advisory experiences.

One of the pioneers in BtoC robo advice, SigFig now partners with five of the largest financial institutions in the United States and Canada and has formed additional partnerships with retail banks and credit unions this year. Additionally, SigFig is poised to launch its latest product, SigFig Engage, a customer collaboration and advice platform built specifically for financial services. "With the advent of Engage, and the continued digital transformation happening in the market, demand for our product ecosystem is at an all-time high," said Mike Sha, CEO and Co-founder, SigFig. "Our growth metrics show that we’re on a trajectory to achieve accelerated growth over the next couple of years and I couldn’t be more pleased to have Dan Mercurio help lead that charge as our new Chief Revenue Officer."

Dan is responsible for all revenue functions within the Company, including Marketing, Sales, Growth and Partner Success, and Implementation and Delivery Management services.

The company also recently added to its executive bench with the hiring of Amanda LaFerriere, Chief Product Officer and Clifford Schoeman, Director of Digital Wealth Products. Dan Mercurio’s promotion to Chief Revenue Officer is another key milestone for the company.

Dan has spent nearly two decades in leadership roles in the retail banking industry. Prior to SigFig, he was Senior Vice President and Head of Consumer and Small Business Banking at Cambridge Savings Bank, where he oversaw the development and introduction of Connect Invest, a SigFig Digital Wealth program. Prior to CSB, he held a variety of retail banking leadership roles at Santander, Wachovia, and Fleet Bank. Dan holds a BA in Economic Theory and International Business from Assumption College.

"After building a career at national and regional banks, joining the SigFig team over five years ago has given me the unique opportunity to witness how technology can transform the customer and service provider experience in a way not possible before. It’s an honor to be part of a firm that is reimagining the definition of customer-centric financial services, pioneering new ways for customers to interact with their trusted financial institutions. I’m delighted to continue to work alongside Mike Sha and our team to bring the best technology to financial institutions as they embrace technology to better serve the customers they advise."

About SigFig
Founded in 2007, SigFig is an enterprise financial technology firm that develops next-generation products for financial institutions, advisors, and their customers. SigFig creates solutions for financial services companies to bring them closer to their customers by seamlessly delivering the right advice and solutions. Through its partnerships with financial institutions including Wells Fargo, UBS, and Citizens Financial, their wealth management tool is available to over 70 million consumers. SigFig has already helped millions of households gain access to personalized investment advice designed to help them achieve their goals. SigFig is backed by top-tier venture capital firms, including Bain Capital Ventures, Union Square Ventures, DCM, Nyca Partners, and General Atlantic, and is headquartered in San Francisco, California. Learn more at http://www.sigfig.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220928005244/en/


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